B. Riley Wealth Advisors’s Carnival Corporation Ltd CCL Stock Holding History

B. Riley Wealth Advisors’s Portfolio CCL Stock Details CCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$73K	Buy	+2,500	New	+$68.3K	﹤0.01%	849
2026 Q1	–	Sell	-5,000	Closed	-$153K	–	930
2025 Q4	$153K	Sell	5,000 -495,000	-99%	-$13.8M	0.01%	898
2025 Q3	$145K	Buy	500,000 +495,000	+9,900%	+$14.9M	0.01%	931
2025 Q2	$141K	Buy	5,000 +2,500	+100%	+$53.5K	0.01%	933
2025 Q1	$48.8K	Buy	+2,500	New	+$59.5K	﹤0.01%	1265

Other funds holding CCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

B. Riley Wealth Advisors's CCL Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Carnival Corporation Ltd (CCL) in Q2 2026: 6,834 shares worth $199K. The stake represents 0.01% of the portfolio and ranks #777 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in CCL as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in CCL in Q2 2014 and has held it in 40 quarters since. The position peaked at $1.32M in Q2 2023. 1,037 funds tracked by Wall St. Rank hold CCL as of Q2 2026.

B. Riley Wealth Advisors held 6,834 shares of Carnival Corporation Ltd worth $199K as of Q2 2026.
Carnival Corporation Ltd was a new B. Riley Wealth Advisors position in Q2 2026.
Carnival Corporation Ltd made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #777 holding.
B. Riley Wealth Advisors first reported a position in Carnival Corporation Ltd in Q2 2014 and has held it in 40 quarters since.
B. Riley Wealth Advisors's Carnival Corporation Ltd position peaked at $1.32M in Q2 2023.
1,037 funds tracked by Wall St. Rank held Carnival Corporation Ltd as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.